Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WELCH & FORBES LLC | COM | 501 | $850,484 | 6,702 | 0.00 | 0.00 | -152 | -2.22 | 12-31-2023 |
COMMERCE BANK | COM | 502 | $974,307 | 6,688 | 0.00 | 0.00 | 163 | 2.50 | 03-31-2024 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 503 | $835,129 | 6,581 | 0.00 | 0.00 | -64 | -0.96 | 12-31-2023 |
WESTERN WEALTH MANAGEMENT LLC | COM | 504 | $829,240 | 6,535 | 0.00 | 0.00 | -61 | -0.92 | 12-31-2023 |